Position in WF
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$886,083
+$292,478 QoQ
Shares Held
15,437
+73.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 200 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $358,975,887 across 204 Banks - Regional names. WF ranks #70 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
205,421 | $50,578,758 | |
| 2 | USB |
US Bancorp \De\
|
340,122 | $20,543,368 | |
| 3 | TFC |
Truist Financial Corp
|
267,277 | $13,315,740 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
180,598 | $12,654,501 | |
| 5 | PB |
Prosperity Bancshares Inc
|
172,461 | $12,594,826 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
570,865 | $10,121,436 | |
| 7 | RF |
Regions Financial Corp
|
273,006 | $8,244,781 | |
| 8 | 206,247 | $8,109,632 |
All Filings in WF
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $886,083 | 15,437 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $593,605 | 8,913 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $500,832 | 8,519 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $490,638 | 8,738 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $426,832 | 8,583 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $273,015 | 8,179 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $296,218 | 9,479 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $328,644 | 9,198 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $251,481 | 7,849 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $278,346 | 8,583 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $297,062 | 9,830 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $264,877 | 9,660 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $271,521 | 10,075 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $256,984 | 9,775 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $299,306 | 10,872 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $274,111 | 12,281 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $214,436 | 5,694 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||